Bill graduated from Baylor University in 1992 with a Bachelors degree in Financial Services and Planning.  With this financial planning foundation, Bill decided to pursue his career in the financial services field to help clients plan and achieve their financial objectives. He has successfully worked with independent brokerage firms throughout his career serving his clients with their best interests in mind.

Bill joined Clarity Group Midwest in June 2019 and is excited to bring his practice here because of  the firm’s dedication to client service and the unique approach to our client’s financial planning experience.  In addition to serving his traditional client base, Bill also works closely with those having special needs.  Having a daughter with special needs, Bill quickly came to realize how much that community is underserved.  He brings together a combination of his unique abilities and experience to bring the special needs community the knowledge they need with the level of service they deserve.

Bill and wife Becky have twin girls, Maggie and Jamie, and a dog named Wrigley.

Bill’s hobbies include traveling, camping, and various sports. He is involved with several charitable organizations, especially those regarding Angelman syndrome.

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